Broker Check

Build Your Legacy

May 24, 2023

What’s your business plan? Your long-term business plan, that is.
Your practice is likely the largest asset you own, and it’s critical to ensure its value is safeguarded. That’s why Cetera created the Legacy Builder program. It’s comprised of three components to help you prepare for the future.

  • Continuity Planning: If you’re enrolled in the program and have an unplanned exit from your business, Cetera will ensure the purchase of your practice based on a predetermined valuation. Cetera acts as your continuity partner to ensure uninterrupted service to your clients and continued operation of your business. You’ll also receive assistance in ways to grow your overall valuation.
  • Succession Planning: You’ll gain access to a suite of resources to help create a succession plan that benefits both you and your clients. You’ll also have assistance in developing a successor you’ve already identified or finding a qualified candidate from within the Cetera network.
  • Qualified Buyer: Cetera will help you find a succession partner who meets the needs of your firm today, whose culture and service philosophy blends with yours, and who can care for your book and continue its current trajectory. If you’re looking to grow through acquisitions, you can apply to be a qualified buyer and get matched with businesses that may be a natural fit.

Don’t leave the future of your business to chance. If you’re ready to solidify your long-term plan with a partner that’s here to help, let’s connect.

For use with financial professionals only. Not for use with the public.